Supercharge Your Referral Program with Clicki’s New Zapier Integration

Referral marketing is one of the most powerful ways to grow your customer base and increase brand awareness—when it’s done right. But manually tracking referrals, bonuses, and promoter data can become a headache if you’re juggling multiple software platforms. That’s where the brand-new Zapier integration for Clicki Referrals comes into play. This integration lets you automate workflows and seamlessly connect your referral program to the other apps you rely on every day.

In this article, we’ll explore all the different triggers, actions, and workflows you can create through Zapier, giving you a detailed view of how to supercharge your referral marketing strategy. By the end, you’ll see how frictionless your referral program can become when Clicki is connected to your app ecosystem through Zapier.

Why Integrate Clicki with Zapier?

Zapier is a market-leading automation tool that connects thousands of apps so they can share data without any coding. With Clicki Referrals, you already enjoy powerful features for managing promoters, tracking referral activities, awarding bonuses, and more. Now, by leveraging Zapier’s easy-to-use interface, you can:

1. Automate Time-Consuming Tasks: Eliminate manual data entry so you can focus on high-impact work.

2. Consolidate Data Across Platforms: Automatically sync your referral data with CRMs, email marketing software, project management tools, and more.

3. Trigger Customized Workflows: Each time a new promoter signs up or a referral is approved, Zapier can trigger notifications, create tasks, or update records in other systems.

4. Maximize Referral Engagement: With automated messaging and personalized follow-ups, you can nurture relationships faster and more effectively.

Key Triggers in the Clicki Referrals Zapier Integration

1. New Promoter

Whenever someone signs up to promote your business, Zapier can detect this event. You might use this trigger to:

• Automatically add new promoters to your CRM (e.g., HubSpot, Salesforce).

• Send a personalized email or SMS welcome message (via Mailchimp, ActiveCampaign, Twilio, etc.).

• Tag them in your customer support system (e.g., Zendesk) for personalized onboarding.

2. New Referral Added

This trigger fires every time a referral is submitted in Clicki. Possible actions include:

• Creating a lead record in your CRM so your sales team can follow up.

• Sending a “thank you” or “congratulations” email to the promoter.

• Adding or updating data in a spreadsheet or project management tool (e.g., Google Sheets, Airtable, Trello).

3. Bonus Awarded

When a promoter meets the criteria to earn a bonus, this trigger can automate next steps. Examples:

• Send a payment via PayPal or Stripe (or update an invoice in your accounting software).

• Notify your team on Slack that a bonus is ready for payment.

• Track referral bonuses in a financial ledger (e.g., QuickBooks, Xero).

4. Bonus Rejected

If a bonus is rejected due to failing to meet certain referral criteria, you can configure Zapier to:

• Notify your accounting team to stop any pending payments.

• Update your CRM record to reflect the status.

• Send an email to the promoter explaining why the bonus was rejected.

Powerful Actions to Extend Your Referral Program

Along with triggers, the Clicki Zapier integration offers robust actions that let you automatically update or create records in Clicki whenever something happens in another app.

1. Lookup Promoter

If you have a promoter’s email or ID from another platform, you can automatically find their information in Clicki. This is ideal for verifying whether someone is an existing promoter before adding duplicate data.

2. Add Promoter

Got a new email signup on your website? Or maybe a new contact subscribed to your newsletter? Use this action to instantly create a new promoter in Clicki. This ensures everyone who expresses interest can start promoting your brand right away.

3. Add Referral

Want to attribute a referral to a specific promoter without manually logging into Clicki? Use this action to automatically create a new referral record whenever a purchase is made, a form is filled, or a lead is generated in another system.

4. Award Bonus

If a partner app indicates a successful referral, you can automate awarding the bonus. This action ensures your top promoters are rewarded quickly, encouraging them to keep spreading the word.

5. Reject Bonus

For referrals that don’t meet your criteria, you can automate the rejection workflow to keep your Clicki system and your promoters’ records accurate.

Popular Ways to Use Clicki’s Zapier Integration

Below are a few practical examples to get your creative juices flowing. Each of these workflows (called Zaps in Zapier-speak) help streamline your referral program and overall business processes:

1. Add New Website Leads to Clicki as Promoters

   • Trigger: New form submission on your website (e.g., via Gravity Forms, Typeform, or WPForms)

   • Action: Add Promoter in Clicki

   • Benefit: Every new lead can be automatically enrolled in your referral program, expanding your reach.

2. Notify Your Team on Slack About High-Value Promoters

   • Trigger: New Promoter in Clicki with a VIP tag or certain criteria

   • Action: Send message to Slack channel

   • Benefit: Your sales and marketing teams instantly know about high-value promoters, so they can provide personalized follow-up.

3. Automatically Award Referral Bonuses After Purchase

   • Trigger: New order in eCommerce platform (e.g., Shopify, WooCommerce, BigCommerce)

   • Action: Add Referral or Award Bonus in Clicki

   • Benefit: Instantly track referrals and process bonuses without manual intervention.

4. Sync Referrals with Your CRM

   • Trigger: New Referral Added in Clicki

   • Action: Create or update a lead or contact in your CRM (e.g., Salesforce, Pipedrive, or Zoho CRM)

   • Benefit: Ensure your sales pipeline is always up to date with every new referral lead.

5. Send Automatic Email Thank-You Notes

   • Trigger: Bonus Awarded in Clicki

   • Action: Send an email campaign via Mailchimp or ActiveCampaign

   • Benefit: Show gratitude instantly and encourage more referrals by building stronger relationships.

6. Maintain Accounting Accuracy

   • Trigger: Bonus Awarded in Clicki

   • Action: Create a record in QuickBooks or Xero

   • Benefit: Keep financial records aligned automatically with your referral bonuses for accurate reporting.

Step-by-Step: How to Get Started with Clicki Referrals on Zapier

1. Sign Up for a Zapier Account
   If you don’t already have an account, you can set up a free trial or paid plan depending on your needs.

2. Connect Your Clicki Account

   • Look for “Clicki Referrals” in Zapier’s App Directory.

   • Click the “Connect” button and log in using your Clicki API key or credentials.

   • Grant the necessary permissions to sync data between Zapier and Clicki.

3. Create Your First Zap

   • Choose the Trigger (e.g., “New Promoter in Clicki”).

   • Specify the Action (e.g., “Send Slack Channel Message”).

   • Map any relevant fields (e.g., name, email, bonus amount) you want passed from Clicki to Slack.

4. Test & Refine

   • After setting up your Zap, run a test to ensure data flows correctly.

   • Make any adjustments to the fields, filters, or formatting as needed.

5. Turn On Your Zap

   • Once everything is working smoothly, switch on your Zap to go live.

   • Watch as Clicki and your other apps instantly start sharing data automatically.

   
   

Conclusion

Clicki’s Zapier integration unlocks boundless possibilities for growing your referral program while simplifying daily operations. Whether you want to automatically sign up new promoters, sync referral data to your CRM, award bonuses, or keep track of finances, this new integration puts everything on autopilot.

Not only does it help you scale, but it also frees you and your team to focus on what really matters: building meaningful relationships with your promoters and delivering outstanding experiences to your customers. Ready to take your referral program to the next level? Give the Clicki Referrals Zapier integration a try today and experience seamless referral management like never before.